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Advantage Trust Company’s Schwab US REIT ETF SCHH Stock Holding History

Advantage Trust Company’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$373K Buy
+15,740
New +$367K 0.13% 46
2025
Q4 		– Sell
-15,740
Closed -$340K – 176
2025
Q3 		$340K Hold
15,740
– – 0.15% 44
2025
Q2 		$333K Buy
+15,740
New +$330K 0.16% 49

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $1.1B AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Advantage Trust Company's SCHH Position: Q2 2026 in Review

Advantage Trust Company opened a new position in Schwab US REIT ETF (SCHH) in Q2 2026: 15,740 shares worth $373K. The stake represents 0.13% of the portfolio and ranks #46 among its holdings. This is a return to the name: Advantage Trust Company previously reported a position in SCHH as recently as Q3 2025.

Advantage Trust Company first reported a position in SCHH in Q2 2025 and has held it in 3 quarters since. 595 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Advantage Trust Company held 15,740 shares of Schwab US REIT ETF worth $373K as of Q2 2026.
  • Schwab US REIT ETF was a new Advantage Trust Company position in Q2 2026.
  • Schwab US REIT ETF made up 0.13% of Advantage Trust Company's portfolio in Q2 2026, its #46 holding.
  • Advantage Trust Company first reported a position in Schwab US REIT ETF in Q2 2025 and has held it in 3 quarters since.
  • 595 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

Based on Advantage Trust Company's 13F filing for Q2 2026, filed 17 Jul 2026.